Client Testimonials
“AdviceOne has allowed us to make the big decisions with confidence. They explained retirement planning concepts well, listened to our goals as we developed our retirement plan, and have been with us through all the detailed steps to execute our plan. - Bob Malecki, retired, Engineering, Pratt & Whitney |
“Upon the recommendations of many of my colleagues at Pratt & Whitney, my wife and I made the decision to meet with AdviceOne for professional management of our finances and retirement plan. Now having been with AdviceOne for over 8 years, I continue to find this was the best financial decision I have ever made as we both have been extremely pleased with the relationship and advice. - Graham Webb, Executive, Commercial Engine, Pratt & Whitney |
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"We were introduced to AdviceOne in a Retirement Empowerment workshop that presented an understandable and fiscally sound strategy for managing assets into and through retirement. Their approach was simpler than others we had reviewed and allow us to customize our plan to meet our lifestyle and longer-term goals. The tools available to us for managing assets and estate planning have gone beyond our expectations. - Brian Dwyer, Commercial HVAC, Carrier |
"My wife and I have been clients of AdviceOne since 2014 and have been extremely pleased with the relationship and their retirement planning advice as well as their managed portfolio performance. I know I have a solid plan and do not worry about the markets and know my wife would be in good hands if something happened to me. - Gary Christman, retired Executive, Quality and Continuous Improvement, Carrier |
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"Carlos and AdviceOne have fundamental knowledge and expertise around our RTX benefits that enable them to recommend a very structured and proven approach to retirement investing. - Christina Ostergard, Executive, Enterprise Operations, Collins Aerospace |
"Our thanks to AdviceOne for the excellent financial planning guidance and professionalism. They have delivered on their promises to be open and honest and to help us achieve our planning goals per our requirements and risk levels. Our relationship started about 5 years prior to retirement and continued through the retirement decision making process into our current semi-retired state. AdviceOne knows the UTC/RTX benefits package inside and out and have helped us navigate through all the many options along the way. My wife Mary and I know we can count on the and our advisor Tim Miller to be there on a regular basis for continued excellence in planning and decision making." - Phil Brigham, retired, Customer Account Management, Collins Aerospace |
"We have been with AdviceOne for over 9 years. We greatly value their financial expertise, including a deep knowledge of UTC/RTX benefits and complexities thereof. They have been our trusted partner with our retirement plans. They have delivered personalized guidance to help us make sound decisions and helped us avoid poor/uninformed decisions. AdviceOne does great job of navigating employer benefit changes, tax law changes, market cycles, elections, etc. and help “tune out the noise" with their structured methodology. We enjoy their informative and timely webinars, social media updates, and other client events." - Scott Thomson, Executive, Commercial Avionics Engineering, Collins Aerospace |
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"Tim Miller and the AdviceOne team have provided me invaluable financial planning advice and have helped me manage my portfolio better than I would like to admit. Whenever I have questions about investment strategy or how to best think about any major financial movements, the first thing I do is reach out to Tim and the team." - Tyler Tom, Executive, Digital Technolgy, RTX |
"Over the last 8 years AdviceOne has been instrumental in understanding our financial goals, risk tolerances, and has done an outstanding job aligning our portfolio to support our retirement. AdviceOne has extensive knowledge of the UTC/RTX savings and retirement benefits including 401(k), IRAs, Roth conversions, SARs, deferred compensation, and other long-term compensation components. Michael Grossman and Dani Wrubel are great to work with, taking the time to explain options and potential courses of action to help us meet our long-term savings and retirement goals. Dani and the entire team at AdviceOne are excellent communicators and always respond quickly and comprehensively to any questions we might have. They specialize in UTC/RTX employees, and we have been completely satisfied with the services that AdviceOne has provided and have recommended them to others from UTC/RTX." - Mark O'Malley, retired Executive, RTX |
"Carlos Henriques and the AdviceOne team are very patient, helpful, and always pleasant to deal with while accommodating our needs. The AdviceOne team has a culture of true client service, are very professional, competent, and always act in our best interest. Carlos has made our financial planning journey stress-free, and we have been successful achieving our goals." - Marc D'Orvilliers, retired, Commercial Engines, RTX |
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"My wife and I have been clients of AdviceOne and our advisor, Carlos Henriques, for the past 8 years. Over that time, Carlos has truly embodied the role of fiduciary; we know that he always has our best interest at heart in all of his advice and counsel. - Tyrus Royal, Executive, Operations, Otis |
"We became clients of AdviceOne over 2 years ago and the experience has been outstanding. Our financial advisor, Tim Miller, is interested in our goals for the future. He has crafted a financial plan that fits our future vision and is personalized to our exact situation. - Chiara Perry, Human Resources and Talent Development, Otis |
"When looking for a financial advisor, we looked for relevant expertise, a 'real' relationship, and a hands-on approach. We found all of this and more in Carlos Henriques and the entire AdviceOne team. Carlos and the team have expert knowledge of UTC/RTX, Otis and Carrier pension, retirement, and incentive benefits and this has helped us enormously with our financials. They really got to know us and our future goals – not just our financial goals. We are very happy with the care and trust we feel in our relationship with Carlos and AdviceOne and look forward to their continued support." - Jon Martin, Executive, Legal Global Ethics and Compliance, Otis |
These are testimonials by clients of AdviceOne Advisory Services, LLC.
AdviceOne has not provided any direct or indirect compensation for these testimonials.